This year, Iβm running the experiment again.
New picks. Same framework.
Iβll track them publicly and share what I learn β wins and mistakes.
Follow along if you care about long-term compounding > short-term noise.
In March 2025, I picked 5 stocks using a Buffett / Graham-style value framework.
No hype. No leverage. No βnext big thing.β
Just fundamentals + mean reversion.
Less than a year later, hereβs how they performed π§΅
Takeaways:
β’ Cyclicals work when bought cheap
β’ Fundamentals still matter
β’ βBoringβ compounds quietly
Value investing isnβt dead β itβs just not flashy.